Note: “Permissions by Entity” is not active by default. If you wish to use this feature, please contact Health Endeavors via “Submit a Request” to have this feature activated.

Select the “Tools” tab (1) on the lower section of the main landing page and then click the “Start” button (2) under “My Team”.

Click the “View Members” button (3) to see the list of users.

Locate the team member and click the “View Profile” button (4).

On the user profile page, find the “Entity Manager” section and turn the switch on for Entities that you want that user to be able to access (5).

Please note that Entity roles can be assigned to any Entity Manager user regardless of whether they are a Security Official, Gold, Silver or Bronze user.

If the Security Official does not want to limit the data access, they need to assign the “All Entities” role to the user.

Any new Entity that is created in Entity Manager will be automatically added to the system as a role to be used to assign to specific users. The user that created the Entity automatically gets assigned permissions to it.